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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

868 hedge funds and large institutions have $20.2B invested in Schwab US Large- Cap ETF in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 352 increasing their positions, 316 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
-3
Holders Change %
-0.34%
% of All Funds
15.24%
Holding in Top 10
149
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.76%
% of All Funds
2.62%
New
51
Increased
352
Reduced
316
Closed
42
Calls
$1.58M
Puts
$915K
Net Calls
+$667K
Net Calls Change
-$1.61M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$209M
2
Franklin Resources
Franklin Resources
California
+$186M
3
Charles Schwab
Charles Schwab
California
+$66.1M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$61.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$59.6M

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$86.8M
2
SFA
Sequoia Financial Advisors
Ohio
-$44.4M
3
JIP
Jaffetilchin Investment Partners
Florida
-$39.2M
4
SFMG
Sage Financial Management Group
Virginia
-$25.8M
5
CIAS
CFS Investment Advisory Services
New Jersey
-$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAG
651
Spotlight Asset Group
Illinois
$339K -$20.8K -1,200 -6%
ESB
652
Essex Savings Bank
Connecticut
$338K +$338K +18,504 New
EFL
653
ERn Financial LLC
Wisconsin
$337K +$3.12K +180 +0.9%
ACM
654
AlphaStar Capital Management
North Carolina
$337K +$337K +18,354 New
MCP
655
Mirador Capital Partners
California
$336K -$2.19K -126 -0.6%
CWS
656
Cypress Wealth Services
California
$334K -$69.7K -4,014 -17%
CCM
657
Colorado Capital Management
Colorado
$334K – – –
PIM
658
Penobscot Investment Management
Massachusetts
$334K +$6.24K +360 +2%
AL
659
ACAS LLC
California
$331K -$14.2K -822 -4%
GB
660
Goepper Burkhardt
South Carolina
$329K – – –
PCM
661
Palouse Capital Management
Washington
$328K -$16.8K -966 -5%
VBFG
662
Vishria Bird Financial Group
Tennessee
$327K +$12.4K +714 +4%
RPA
663
Rock Point Advisors
Vermont
$325K -$62.4K -3,600 -16%
JIC
664
Joel Isaacson & Co
New York
$325K – – –
SG
665
Swarthmore Group
Pennsylvania
$323K – – –
KA
666
Kovack Advisors
Florida
$320K +$728 +42 +0.2%
EWM
667
Evercore Wealth Management
New York
$319K – – –
DADC
668
D.A. Davidson & Co
Montana
$312K -$23.6K -1,362 -7%
CTC
669
Central Trust Company
Missouri
$312K – – –
SWIG
670
Strategic Wealth Investment Group
Kentucky
$308K +$4.36K +252 +1%
BWA
671
Beam Wealth Advisors
Louisiana
$308K +$5.93K +342 +2%
NHC
672
Nicholas Hoffman & Company
Georgia
$305K +$24.2K +1,398 +9%
GVAG
673
Great Valley Advisor Group
Delaware
$304K -$11.2K -648 -4%
ABC
674
Associated Banc-Corp
Wisconsin
$303K – – –
HCMT
675
Highland Capital Management (Tennessee)
Tennessee
$302K – – –
25 26
27
28 29